Fair enough. Mike, hang tight with us for a second. We are going to turn to Beimo's Evan Seagerman for his reaction to President Trump's new tariffs on the pharma sector.Some pretty big numbers, but then Aan Jabvers is telling us bilateral trade agreements will be honored. So maybe not as bad as feared, and it it doesn't seem like uh the stocks themselves are really worried here either. Evan, explain to us why.>> Exactly. So it's a 100% tariff, but it doesn't apply if a pharmaceutical manufacturer is buildi ...

We recently published 14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks. Pfizer Inc. (NYSE:PFE) is one of the stocks Jim Cramer recently discussed. Pfizer Inc. (NYSE:PFE)’s shares are down by 10% year-to-date. In this appearance, Cramer discussed the firm’s $43 billion acquisition of drug company Seagen. Cramer has commented on the acquisition several times in 2025. For instance, in January, he stated that Pfizer Inc. (NYSE:PFE) had yet to launch any breakout drugs that would jus ...

Trump's threat of a 100% tariff on imported branded or patented drugs sounds dramatic, yet, pharma stocks were mostly in the green as the past few months have already seen a flurry of companies announcing plans to invest in the U.S. ...

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关税政策核心内容 - 美国将于2025年10月1日起对专利及品牌药品加征100%关税 [1] - 豁免条件仅限于已在美国启动施工或处于建筑工地阶段的制药工厂 [1] - 税率远超美欧此前15%医药关税协议 旨在迫使制药企业将供应链转移至美国本土 [1] 市场即时反应 - 全球药企股价应声下跌 辉瑞 默沙东等美股公司跌幅一度超2% [3] - A股及港股医药板块同步承压 CRO概念股康龙化成 凯莱英 昭衍新药大幅下挫 [3] - 创新药指数开盘走低 恒生医药ETF等相关ETF出现显著跌幅 [3] 政策背景与动机 - 特朗普自2024年4月起持续释放关税信号 7月曾提及200%税率 9月暗示将高于汽车行业25%关税 [4] - 政策声称目标为降低美国药价并促进制造业回流 [4] - 经济学家警告高额关税可能扰乱供应链 成本转嫁或导致药价上涨 最终损害美国消费者利益 [4] 对中国药企的短期影响 - 市场情绪与股价波动不可避免 国际化进程面临更高门槛 [5] - 尚未在美国建立生产基地的企业将承受直接冲击 [5] 对中国药企的长期机遇 - 中国创新药授权出海2025年上半年总金额创历史新高 [5] - 产业具备全球化坚实基础 研发实现从"跟随"向"首创"转型 [5] - 通过在美国或其自由贸易伙伴国（如墨西哥 加拿大）建厂可规避关税壁垒 [5][6] 产业核心竞争力与发展趋势 - 中国拥有庞大国内市场 完整产业链优势与持续优化的创新环境 [6] - 在干细胞治疗 基因治疗等尖端领域已与美国并列全球前两位 [6] - AI制药 License-out交易等模式深化与国际巨头绑定 推动产业价值重估 [6] - 政策倒逼企业加速全球化布局与产业升级 创新驱动根本发展趋势不变 [6]

一个曾被遗忘近20年的来靶点，正在成为搅动千亿减重市场的新爆点。 9月16日，诺和诺德在欧洲糖尿病研究协会大会（EASD）上公布了Amylin类似物cagrilintide（卡格列 肽）的3期REDEFINE 1研究最新数据。结果显示：治疗68周后，cagrilintide单药治疗实现了11.8%的平 均体重减轻。 更引人瞩目的是，其与司美格鲁肽组成的复方制剂CagriSema，平均减重效果达20.4%，显著优于单药 治疗。与此同时，CagriSema组的胃肠道副作用明显低于司美格鲁肽，做到了控糖与安全性的兼顾。 诺和诺德的布局远不止于此。9月22日，诺和诺德在Clinicaltrials.gov网站上注册了NNC0662-0419用于减 重的2期临床试验，该药物是GLP-1/GIP/Amylin三靶点激动剂（NN9662）。 同日，辉瑞宣布以49亿美元现金以及24亿美元里程碑付款的方式收购Metsera公司，此举动意在强化自 身的减重管线。消息一出，Metsera股价大幅飙升，一度暴涨超63%。 在此之前，罗氏、阿斯利康、礼来、艾伯维等多家国际药企已纷纷通过BD合作或重金收购等方式，加 速押注Amylin。 ...

Authored by Zachary Stieber via The Epoch Times (emphasis ours),The Food and Drug Administration is mulling over conducting its own evaluation of the levels of DNA in COVID-19 vaccines, an FDA official has disclosed.The U.S. Food and Drug Administration in White Oak, Md., on June 5, 2023. Madalina Vasiliu/The Epoch Times“I'll say that that is something that’s being discussed,” Dr. Tracy Hoeg, a senior adviser to the FDA’s commissioner, told members of the Centers for Disease Control and Prevention’s vaccine ...

I’ve covered Pfizer Inc. (NYSE: PFE ) quite extensively over the past couple of months, and I wanted to dive into the recent acquisition that the legacy pharmaceutical company has just made to see whetherAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything tha ...

PENSACOLA, Fla.--(BUSINESS WIRE)--A hearing in the Depo-Provera legal action against Pfizer Inc. (NYSE:PFE) will take place on Monday, 29 September at 9:00am CT in the United States Courthouse in Pensacola, Florida. The hearing will address oral arguments from the plaintiffs and defendants concerning the issue of pre-emption. The pre-emption defence is common in drug litigation. It involves the drug manufacturer arguing that they cannot be sued for failure to warn under state law, because chang. ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end Q3, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have a beneficial long position in the shares of PFE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in ...